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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (15722)	10/31/2002 5:41:56 PM
From: Madharry	Respond to of 78525

Sounds good -what companies like that do you suggest?

To: Paul Senior who wrote (15722)	11/1/2002 11:26:19 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78525

Paul - HRC 'Put differently, I spit on Chairman Scrushy...the slimeball. (-g-)' Ditto. Picked up some THC today @24.2 ...I think the Calif flap is much ado about nothing The local paper ran a piece indicating the hospital isn't in the Fed's crosshairs redding.com That said, I'm more in this for the bounce than the long haul given my aversion to business models with gov't exposure [33% rev is medicare-cade]...I expect the California issue to be fully explained at the press conference and this should produce a bounce. This is definitely in the risky speculation category despite attractive multiples. THC @25.5 would be trading at 15+% dicount to hospital group on EV/EBITDA basis 6 vs 7.1, lows for both THC & group.